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Family Money Conversations: How to Talk About Finances Together

Learn how to navigate family money conversations with greater clarity, openness, and confidence.

This webinar will help employees navigate financial conversations with less tension and more clarity, whether they are talking with children, aging parents, partners, or extended family. Participants will learn how to approach sensitive topics like spending, debt, credit use, fixed income, expenses, and long-term planning in a way that encourages openness instead of conflict. The session will also explore how family money conversations can support financial wellness by helping people align expectations, set boundaries, and make more informed decisions together.

Date: Wednesday, November 17, 2027

Time: 1:00 PM ET

Have questions? Need help? Call the CAPTRUST at Work Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.

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This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.